CALL TODAY: (260) 444-4060
Weekly Commentary Presented By: John Hill
Ever have a relative tell you that they had things tougher than you did when they were your age? This week’s article is interesting as it explains why some generations in fact had an easier time than others in accumulating personal wealth as of a certain age. However, “when the Great Recession hit in 2007, it affected the entire economy, and its pain was felt across the generations. But in the years since, recovery of personal wealth has been uneven”. Call us so that we can discuss the role that Fixed Annuities may play in helping you to even out your path to a secure retirement. We’re here to help.
Weekly Commentary Presented By: John Hill
Would you like to know exactly what you will be paid on an annual basis for the rest of your life without depleting your principal? This week’s article discusses experts reducing the rule of thumb of how much of the value of their portfolio a retiree can usually withdraw each year without prematurely depleting the principal. We learn how, in light of stock market volatility, all time low interests rates and retirees living longer, it might make sense to look at the guaranteed lifetime income stream on some fixed indexed annuities, where benefit riders can often offer a 5% or more withdrawal factor guaranteed for your lifetime. Call us so we can explain your options, and talk about ways where you too can know what your annual payments will be for the rest of your life.
Weekly Commentary Presented By: John Hill
I thought you would enjoy this week’s article because it speaks to the growing concern of outliving retirement savings. The article tells us that “consumers are desperate for sources of guaranteed income”, the result of which has led many consumers to purchase annuities. I was especially glad to see that the article contains a great educational video on how annuities work and how they may provide a guaranteed source of income. Take a look. Then call us, as we are here to answer any questions you may have.
Weekly Commentary Presented By: John Hill
I found this week’s article provided interesting information regarding a recent report from the Insured Retirement Institute where the statistics showed that many baby boomers don’t feel financially ready to retire. The article went on to say that ‘an indexed annuity is one safe money option for many Boomers to consider” citing reasons such as not outliving the income stream, being protected from the downside risk of volatile markets, and the interest you can earn. Call us so that we can discuss these reasons, and others, in greater detail to help you decide if this is the right option for you.
Weekly Commentary Presented By: John Hill
This week’s article brought to light a benefit provided by Annuities that we haven’t talked about in a while. “With Longevity comes increased risk that retirees will face poverty in old age, in part due to the expense of medical care.” One of the most important steps you can take to prepare for that ”time in your life when you may no longer be able to care for yourself is to ensure you have a source of guaranteed income for life”. We have options that serve this purpose. Call us, we’re here to help you feel more secure about your future.
We have 6 guests and no members online
If just one of these items are a concern you need to call us NOW at (260) 444-4060.
Financial Advisor for all of Allen County local to:
|
|
|
While acting as a financial planner or financial advisor we can help with:
|
|
